Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 806,748 shares of IBDT stock, worth $20.1 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

806,748

Previous 645,251 25.03%

Holding current value

$20.1 Million

Previous $16 Million 28.87%

% of portfolio

1.7%

Previous 1.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$24.62 - $25.59 $3.98 Million - $4.13 Million	161,497 Added 25.03%	806,748 $20.6 Million
Q2 2024 Aug 05, 2024	BUY	$24.4 - $24.86 $932,104 - $949,676	38,201 Added 6.29%	645,251 $16 Million
Q1 2024 May 09, 2024	SELL	$24.69 - $25.14 $145,991 - $148,652	-5,913 Reduced 0.96%	607,050 $15.1 Million
Q4 2023 Feb 08, 2024	SELL	$23.63 - $25.1 $30,010 - $31,877	-1,270 Reduced 0.21%	612,963 $15.4 Million
Q3 2023 Nov 07, 2023	BUY	$23.94 - $24.67 $5.39 Million - $5.56 Million	225,264 Added 57.91%	614,233 $14.8 Million
Q2 2023 Aug 08, 2023	BUY	$24.43 - $25.1 $8.05 Million - $8.27 Million	329,641 Added 555.62%	388,969 $9.53 Million
Q1 2023 May 12, 2023	BUY	$24.16 - $25.2 $1.43 Million - $1.5 Million	59,328 New	59,328 $1.48 Million

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History